SCH

Sylebra Capital (HK) Portfolio holdings

AUM $1.88B
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$86.8M
3
+$57.3M
4
EGHT icon
8x8 Inc
EGHT
+$46.9M
5
DAO
Youdao
DAO
+$43.7M

Top Sells

1
+$241M
2
+$172M
3
+$102M
4
ATUS icon
Altice USA
ATUS
+$90.7M
5
PDD icon
Pinduoduo
PDD
+$80.1M

Sector Composition

1 Technology 75.77%
2 Communication Services 8.48%
3 Consumer Staples 8.18%
4 Consumer Discretionary 6.74%
5 Real Estate 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 0.42%
130,820
+51,613
27
$8.93M 0.28%
100,884
-131,017
28
$6.91M 0.22%
+291,728
29
$4.43M 0.14%
328,966
-431,114
30
$3.98M 0.12%
+553,633
31
$3.66M 0.11%
+242,580
32
$3.09M 0.1%
+70,000
33
$728K 0.02%
81,978
-72,125
34
– –
-659,018
35
– –
-358,126
36
– –
-420,521
37
– –
-2,419,273
38
– –
-4,070,069
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